Skip to content This fund seeks to generate high levels of income through systematic global equity investment employing quantitative models and options strategies. It invests globally at least 70% of assets in equity securities selected through mathematical models designed to enhance returns while managing risks and generating income through covered call writing. The strategy systematically writes call options on portfolio holdings to generate premium income targeting approximately 7% annual yield with lower volatility than broad equity markets. Through quantitative equity selection combined with options overlay strategies, the fund delivers equity market participation with enhanced income generation, suitable for income-focused investors seeking equity exposure with reduced volatility. more
| Time Frame | Absolute | Annualised |
|---|---|---|
| 1-Year Return | +15.68% | +15.68% |
| 3-Year Return | +61.49% | +17.31% |
| 5-Year Return | +51.41% | +8.65% |
| 10-Year Return | +132.42% | +8.79% |
| All Time Return | +178.90% | +5.30% |
Link copied 
